BA
The Boeing Company
BA offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
HURN
Huron Consulting Group Inc.
HURN has the edge over BA overall, supported by stronger modeled upside and stronger valuation.
BA Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Under pressure |
BA's profitability is currently healthy, and its revenue and cash flow are stable, but its balance sheet is under pressure.
HURN Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Stable | |
| Under pressure |
HURN's revenue and profitability are currently healthy, and its cash flow is stable, but its balance sheet is under pressure.
BA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 18x | $172 | — |
| Cheap | 51x | $496 | +189% |
| Fair | 82x | $790 | +360% |
| Expensive | 91x | $876 | +411% |
Historical ranges are pointers, not guarantees.
BA has the edge over HURN in the historical PE scenario, which offers more potential upside but is not a forecast.
HURN PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 17x | $167 | — |
| Cheap | 18x | $121 | -28% |
| Current | 25x | $167 | — |
| Fair | 26x | $172 | +3.1% |
| Expensive | 37x | $247 | +48% |
Historical ranges are pointers, not guarantees.
HURN's PE is in its fair range at 25x. If earnings grow as analysts expect, today's price would be 17x next year's earnings, in its cheap range.
BA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Growth | |
| Improving | |
| Limited | |
| Low |
Analysts expect BA to return to profit, with revenue growing. However, they disagree widely on these estimates.
HURN Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for HURN, with profitability improving.
BA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $9.66 | +$23.38 |
| Q2 2026 | $2.78 | +$19.33 |
| Q1 2026 | $2.53 | +$20.49 |
| Q4 2025 | $2.48 | +$20.84 |
| Q3 2025 | -$13.72 | -$0.83 |
| Q2 2025 | -$16.55 | -$10.93 |
| Q1 2025 | -$17.96 | -$14.42 |
| Q4 2024 | -$18.36 | -$14.69 |
BA has returned to profit: it earned $9.66 per share over the past year, after losing money the year before.
HURN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $10.13 | +51% |
| Q3 2026 | $6.71 | +13% |
| Q2 2026 | $6.67 | +17% |
| Q1 2026 | $5.85 | -12% |
| Q4 2025 | $5.84 | -6.9% |
| Q3 2025 | $5.95 | +30% |
| Q2 2025 | $5.71 | +35% |
| Q1 2025 | $6.65 | +92% |
| Q4 2024 | $6.27 | +97% |
HURN has the edge over BA on earnings, with more consistent year-over-year improvement.
BA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $24.2B | +3.9% |
| Q2 2026 | $24.6B | +8% |
| Q1 2026 | $22.2B | +14% |
| Q4 2025 | $23.9B | +57% |
| Q3 2025 | $23.3B | +30% |
| Q2 2025 | $22.7B | +35% |
| Q1 2025 | $19.5B | +18% |
| Q4 2024 | $15.2B | -31% |
BA's revenue has grown year over year for seven quarters in a row: $24.2B last quarter, up 3.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 1.5% | +22 points |
| Q2 2026 | 0.6% | +1.4 points |
| Q1 2026 | 2% | -0.3 points |
| Q4 2025 | 37% | +61 points |
| Q3 2025 | -21% | +12 points |
| Q2 2025 | -0.8% | +5.7 points |
| Q1 2025 | 2.4% | +2.9 points |
| Q4 2024 | -25% | -26 points |
BA's operating margin was 1.5% last quarter, up 22 points from the same quarter a year ago.
HURN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $491.5M | +11% |
| Q2 2026 | $475M | +15% |
| Q1 2026 | $451.8M | +12% |
| Q4 2025 | $442M | +11% |
| Q3 2025 | $441.3M | +17% |
| Q2 2025 | $411.8M | +8.1% |
| Q1 2025 | $404.1M | +11% |
| Q4 2024 | $399.3M | +14% |
HURN's revenue has grown year over year for 22 quarters in a row: $491M last quarter, up 11% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 12% | +0.6 points |
| Q2 2026 | 11% | -0.5 points |
| Q1 2026 | 8.1% | 0 points |
| Q4 2025 | 11% | -0.4 points |
| Q3 2025 | 11% | +0.1 points |
| Q2 2025 | 11% | -4.5 points |
| Q1 2025 | 8.1% | +2.6 points |
| Q4 2024 | 12% | +3.3 points |
HURN has the edge over BA on profitability, with a higher operating margin.
BA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $464M | +95% |
| Q2 2026 | $631M | +$831M |
| Q1 2026 | -$1.5B | +$836M |
| Q4 2025 | $375M | +$4.5B |
| Q3 2025 | $238M | +$2.2B |
| Q2 2025 | -$200M | +$4.1B |
| Q1 2025 | -$2.3B | +$1.6B |
| Q4 2024 | -$4.1B | -239% |
BA has the edge over HURN on cash flow, with more consistent year-over-year improvement.
HURN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $53.3M | -41% |
| Q2 2026 | $115.2M | +48% |
| Q1 2026 | -$167.8M | -$59.2M |
| Q4 2025 | $123.8M | -9.6% |
| Q3 2025 | $89.8M | +8.4% |
| Q2 2025 | $78M | -26% |
| Q1 2025 | -$108.7M | +$23.2M |
| Q4 2024 | $137M | +80% |
HURN still generates free cash flow, though less than at its 2024 peak: $124M over the past year.
BA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +2.1M shares |
| 1 year | +4.3% | +32.8M shares |
| 3 years | +31% | +186M shares |
| 5 years | +35% | +204M shares |
| Available history | +40% | +227M shares |
BA has 793M diluted shares, up 4.3% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2019 | — |
HURN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.7% | -122K shares |
| 1 year | -8.6% | -1.5M shares |
| 3 years | -16% | -3.2M shares |
| 5 years | -24% | -5.3M shares |
| Available history | -28% | -6.4M shares |
HURN has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $27M |
| Q2 2026 | $53.5M |
| Q1 2026 | $153.1M |
| Q4 2025 | $13.6M |
| Q3 2025 | $18.7M |
| Q2 2025 | $69.1M |
| Q1 2025 | $65.3M |
| Q4 2024 | $18.5M |
HURN spent $247M buying back its own shares over the past year, up 44% from the year before.
BA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.0x | Elevated |
| Q2 2026 | 5.7x | High |
| Q1 2026 | 6.0x | High |
| Q4 2025 | 6.9x | High |
| Q2 2024 | 361.8x | High |
| Q1 2024 | 36.1x | High |
| Q4 2023 | 36.4x | High |
| Q3 2023 | 96.1x | High |
BA has the edge over HURN on leverage, with a lower net debt burden relative to earnings.
HURN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.4x | Elevated |
| Q2 2026 | 3.6x | Elevated |
| Q1 2026 | 3.8x | Elevated |
| Q4 2025 | 2.3x | Moderate |
| Q3 2025 | 2.9x | Moderate |
| Q2 2025 | 3.1x | Elevated |
| Q1 2025 | 2.7x | Moderate |
| Q4 2024 | 1.7x | Healthy |
HURN's net debt is about 3.4 years of its operating earnings (EBITDA), up from 2.9 years a year ago.
BA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 31.1 | Neutral |
| Stochastic | 9.6 | Oversold |
BA's weekly RSI is 31 (neutral) and its Stochastic is 10 (oversold).
HURN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 56.6 | Neutral |
| Stochastic | 56.4 | Neutral |
HURN's weekly RSI is 57 (neutral) and its Stochastic is 56 (neutral).
BA PE vs Industrials Sector
| Metric | BA | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 24x | 26% below |
| PE % | 0 | 58 | 58 pts below |
BA has the edge over HURN on valuation relative to its sector.
HURN PE vs Industrials Sector
| Metric | HURN | Sector median | Relative |
|---|---|---|---|
| PE | 25x | 24x | 3.5% above |
| PE % | 44 | 58 | 14 pts below |
HURN is trading at 25x earnings, in line with the Industrials sector's median of 24x.
BA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $184.6 | 7.1% below |
| 20 week MA | $203.8 | 16% below |
| 50 week MA | $215.5 | 20% below |
| 100 week MA | $205.9 | 17% below |
| 200 week MA | $200.6 | 14% below |
BA is in a downtrend: it's below all five of its weekly moving averages, and 14% below its 200-week average.
HURN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $173.3 | 3.5% below |
| 20 week MA | $152.9 | 9.4% above |
| 50 week MA | $144.4 | 16% above |
| 100 week MA | $142.4 | 17% above |
| 200 week MA | $119.4 | 40% above |
HURN has the edge over BA on trend strength, trading above more of its moving averages.
BA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $330.1 | $217.2 | -34% |
| 2021 | $217.2 | $204.2 | -6% |
| 2022 | $204.2 | $189.1 | -7.4% |
| 2023 | $189.1 | $260.7 | +38% |
| 2024 | $260.7 | $180.7 | -31% |
| 2025 | $180.7 | $216.4 | +20% |
| 2026 YTD | $216.4 | $171.6 | -21% |
BA has finished lower in four of the last six years. It's down 21% so far in 2026.
HURN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $68.3 | $57.4 | -16% |
| 2021 | $57.4 | $48.9 | -15% |
| 2022 | $48.9 | $72.4 | +48% |
| 2023 | $72.4 | $102.8 | +42% |
| 2024 | $102.8 | $123.0 | +20% |
| 2025 | $123.0 | $180.7 | +47% |
| 2026 YTD | $180.7 | $167.2 | -7.5% |
HURN has the edge over BA on returns for 2026, with the stronger performance.